Update client records after contract completion for onboarding
Update client records after contract completion for onboarding
Your signed client agreements often aren't logged in your records, which delays billing and clinician onboarding. Get records updated automatically so administrators and billing staff can act same day.
Overview
Signed agreements often sit unrecorded and that delays billing and clinician onboarding. This flow writes signature status and signer details back to your client database so administrators and billing staff can act the same day.